Thirteen Independent Advisors Receive “Circle of Excellence” Distinction for Success in Insurance and Financial Services
25 October 2018

PHILADELPHIA--(BUSINESS WIRE)--Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE:LNC), announced today that 13 independent registered representatives from across LFN were recognized by Women in Insurance & Financial Services (WIFS) at its Leading the Way 2018 National Conference. The advisors each received the WIFS “Circle of Excellence” honor and were recognized for achieving significant success in the insurance and financial services industry. Each of the advisors who qualified for WIFS honors are members of Lincoln’s WISE (Women Inspiring, Supporting, and Educating) Group, an organization designed to better support the unique needs of female financial advisors and clients.

“WIFS and The WISE Group have a shared commitment to support women in the financial services industry and empower women advisors to achieve success in their practices and for their clients,” said Nicole Spinelli, director of The WISE Group. “The WISE Group is honored to have 13 of its members recognized by WIFS and supports all “Circle of Excellence” qualifiers for their contributions to the advancement of women in our industry.”

Linda Corujo-Ramsey and Karen DeRose received the highest levels of achievement from WIFS as diamond-level qualifiers. LFN qualifiers included:

  • Linda Corujo-Ramsey, CRPS®, San Juan, PR
  • Karen DeRose, CFP®, CRPC®, Chicago, IL
  • Betty Harris Custer, CFP®, CRPC®, Madison, WI
  • Stacey Spedden-Irrgang, CRPC®, LUTCF, Hunt Valley, MD
  • Judy Smith, CFP®, CRPC®, San Diego, CA
  • Regina Beatty, CFP®, CBEC®, CRPC®, Greensburg, PA
  • Melanie Shanty, CRPC®, Lutherville, MD
  • Sarah Cicero, CFP®, Ellicott City, MD
  • Harriet Doherty, CLU®, CRPC®, Hunt Valley, MD
  • Kathie Okun, CLU®, ChFC®, LUTCF, Cockeysville, MD
  • Colleen Bowler, CFP®, Addison, TX
  • Brenda Oldham, LUTCF, Highland, MI
  • Charlotte Geletka, CRPC®, Atlanta, GA

WIFS is dedicated to attracting capable women to the insurance and financial services sector, developing their talents and advancing them toward their fullest potential.

Qualification for Circle of Excellence is solely based on personal income with various levels awarded to those of different income amounts. For more information, visit

About Lincoln Financial Group

Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $256 billion in assets under management as of June 30, 2018. Learn more at: Follow us on FacebookTwitter, LinkedIn, and Instagram. Sign up for email alerts at

About Lincoln Financial Network

Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp., both members of FINRA and SIPC. Consisting of approximately 8,900 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families. Lincoln Financial Group is the marketing name for Lincoln National Corporation (LNC) and its affiliates. Find us on LinkedIn, Facebook, Twitter, and YouTube.


Lincoln Financial Network (LFN)
Allyson Vento
(484) 583-6684